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SalaryWho We Are
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service Personal Lines/High Net Worth client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
This is a full-time, hybrid role reporting two days a week in our Charlotte, NC office. For P&C licensed and experienced professionals, we will consider a remote option, while working on an EST time zone schedule. The remote option will be determined by your level of experience and insurance knowledge.
Essential Duties and Responsibilities:
- Works proactively to develop relationships with carrier and client contacts; may take an active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Will prepare the first draft of the renewal presentation.
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
- Highly organized with excellent verbal and written communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with various people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- Customer-focused to establish and maintain effective relationships
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Attend prospect/carrier events as planned throughout the year (if local)
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision-making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines and technology
Education and/or Experience:
- More than 2 years of industry and product line experience required
- BA/BS or insurance industry training and/or license preferred
- Ideal candidate will have a minimum of 2-3 years in High Net Worth Personal Insurance service
- Experience with EPIC or other client management CRM preferred
- High-level client management experience preferred
Certificates, Licenses, Registration:
- P&C Insurance License required upon hire
What We Offer
NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You… Better. Together.
NFP is an inclusive Equal Employment Opportunity employer.
